About the Companies Register

The Companies register lists a particular type of company, depending on which Contact Info menu item you've selected in a work area.

ClosedFrom the Organization work area

The Companies register can be accessed from three places in the Organization work area:

To see all the companies that have been involved in a particular workspace, you must access the Companies register from the Workspaces work area.

ClosedFrom the Portfolios work area

The Companies register in the Workspaces work area shows all the companies added to the current portfolio. In the Portfolios work area, company information is only for reference and is identical to the information in the Organization work area.

All exported companies, regardless of their initial type, appear as Company documents in the Companies register.

ClosedFrom the Workspaces work area

The Companies register in the Workspaces work area shows all the companies involved in the current workspace. These are external companies, org companies and business units that have been exported to a workspace.

All exported companies, regardless of their initial type, appear as Company documents in the Companies register.

Each of the columns displayed in these registers shows information taken from any of the company pages. The columns displayed depend on the current view.

The following table lists the specialized commands available in the Company register. For more information about the standard commands available in the Company register, see "Proliance Registers". Available commands are determined by the permissions in your security role. 

Specialized commands in the Companies register  

Add selected company or business units to a workspace.

This option is available in the Organization work area and is located under Tools.

Tools > Add to Workspace

 

Add selected company or business units to a portfolio.

This option is available in the Organization work area and is located under Tools.

Tools > Add to Portfolio